tag:blogger.com,1999:blog-6615285628064623043.post380805072053490787..comments2024-03-28T21:28:13.555-10:00Comments on Dead Tree Edition: "Black Liquor" Credits Are Helping Paper BuyersD. Eadward Treehttp://www.blogger.com/profile/01300353143826844617noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6615285628064623043.post-20555953483295846392009-07-30T11:10:58.944-10:002009-07-30T11:10:58.944-10:00I think this explains a lot about what NewPage has...I think this explains a lot about what NewPage has been doing with their available capacity. All mills have been hesitant to idle efficient machines and these credits are allowing New Page (and others) to keep them running in the face of declining prices.<br /><br />Anonymous 2 reminds us that NewPage is run by Private Equity guys not paper people. I think that they would do anything to keep Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-37752050089647586432009-07-30T10:08:01.886-10:002009-07-30T10:08:01.886-10:00Prices have plummeted to cash costs or below. Thes...Prices have plummeted to cash costs or below. These credits will not allow this to continue. Do you know a private equity guy ok with running a company at break even? Prices are going up in the second half of the year with soon to come capacity curtailments in all market segments. Your advertisers are going to love you when you have to down grade the paper stock because you have been playing the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6615285628064623043.post-15500255238798038772009-07-30T03:05:37.387-10:002009-07-30T03:05:37.387-10:00Can you possibly believe that? Paper prices are co...Can you possibly believe that? Paper prices are coming down because demand is down. Rest assured that if demand were strong and supplies tight, the tax credits would be flowing right to the bottom line.Anonymousnoreply@blogger.com